Member Info for fulmar29

US currently own 12% of RBW and I can see them increasing their stake to just under 30% pre or as part of the financing.

I vaguely remember that quite a bit of the A2 groundwork has been done when the A1 was done

so capex should be reduced.

When anyone talks about multiples, let alone many multiples it will always appear to be ramping to the casual observer-but a quick calculation of just Phal EBITA will tell you (if it happens) that many multiples are exactly what is possible and then add Brazil.....! "It's the nuts...!"

"You pays your money and makes your choice"

I liked -Burundi license is safe and can't discuss any take-over

"K-Tech producing front end product by the end of this Qu."

Probably but it sounds like we are waiting on US to incentivise us to keep the "back end" on US soil.Also about to announce a "take off" agreement for clean gypsum (price pt will be interesting),power agreement incoming, and it looks like payback on our portion of Phal financing is just over a years payback. And we may well be listing in the US (always thought we would probably pre financing)

Phal EBITA 75% DFS March

Have asked 2 questions that hopefully get answered later

1.Morocco was briefly mentioned in a presentation recently are the stacks feasible ?

2.When the Pilot Plant is dismantled @ Mintek where is it going to ?

Looking forward to the IC.

"Be rude not to".

Fundamentals unchanged

And to quote a recent email from someone who shall remain nameless

" If you believe we will pull off what is the best exploration deal in a very long time it’s a bit of a no-brainer... "

Https://www.sciencedirect.com/science/article/pii/S0959652623017195 We are at the forefront of an ESG story that will clean up one of the world's biggest ESG nightmares. Currently 18% of PG tailings/slurry are dumped at sea. Very soon there will be a value attributed to the tailings and if it isn't happening already, George's phone will be ringing non-stop. The resultant safe and cheap building medium will be fed into sheet and block products, whilst any recovered uranium will have huge value for the smaller regional reactors that are planned worldwide. We've seen some decent buys recently but we will soon start hitting the milestones that trigger the larger investment funds.

With broker recs @ over 30 and 40p before the Brazil news and for the many reasons stated by many on here, 25p may well be the very start.

And as well as the ESG credentials it also changes the stacks from a liability to an asset on "the books"-There is no CEO in the world who will not want to see if it can be done for them ...!

For me one of the biggest drivers for Mosaic (and everyone else out there with PG stacks) is that they are showing the funds invested in their company their pro active management of the ESG nightmare that the stacks have become around the world. The profits will be handy, but ESG kudos and credits is huge ! Funds worldwide are steering away en masse from polluters, so in one fell swoop they can totally change their ESG profile. WIN/WIN

I think 50/50 is far too generous as we are supplying the means to clean up their ESG nightmare and longer term saving them a fortune-let's see the final deal

With 2 broker ratings 30+p and 40+p both before Mosaic news ,where the hell is this going to end up ? I cannot see this remaining independent for 2 reasons Firstly, the US will want/need full control Secondly, funds out there will want to be involved with the extreme ESG credentials

Mcap $100m @ pres and if we develop Brazil with Mosaic as George expects, we will jointly be " among the largest separated RE oxides suppliers in the world" We are under the radar re the IIs but not for long !

Hmmmm " Mosaic a feather in the cap" I'm not sure about that George, but it's definitely piecing together nicely....!

I believe we're still in TMNA-they were due to be merged but a shorting attack has delayed that , Both doing fine now though !

Analyst predictions and Broker notes on Tingo are hugely positive

I have the trolls blocked but am astounded that they continue to prove they are stupid by slating a company with an upward trajectory.. "Dinosaurs shouting at the incoming meteor"